Partner, Senior Wealth Advisor & Practice Leader
Mercer Advisors
A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives. This role offers a collaborative work environment and requires a strong client focus and mentoring abilities. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Partner, Senior Wealth Advisor & Practice Leader in Portland, OR vacancy
$170k - $210k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...here. Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team... ...clients and organically growing their practice through referrals, while leveraging a...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- To support the evolution of compensation programs, the full-time Senior Compensation Partner will provide compensation consulting, market pricing, and job evaluation while partnering with business leaders and teams in a remote work environment. Key responsibilities Partner...SeniorRemote work
- As a full-time remote Senior Wealth Advisor, Series 7, 63, and 65 will manage a dedicated client team to deliver personalized financial advice, focusing on retaining and growing assets for moderate- and high-net-worth households while ensuring exceptional client experiences...SeniorWork experience placementRemote work
VirtualVocations
Aloha, OR5 days ago $130.7k - $205.2k
...Senior Manager - ISV Partner Management Applies expert subject matter knowledge to manage staff activities in solving most complex business/technical... ...unit results and organizational strategy. Acts as a key advisor to senior management on the development of overall...SeniorRotational programTemporary workLocal areaRelocationFlexible hoursShift work- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that... ...building new client relationships in collaboration with strategic partners Commitment to advanced continuing education and team...Senior
Mariner
Tigard, OR4 days ago - U.S. Bank is seeking a Private Wealth Management Advisor Partner in Portland, Oregon, responsible for client relationship management and business development... .... The successful candidate will collaborate with a Senior Advisor to achieve sales targets and enhance client...
- U.S. Bank is hiring a Private Wealth Management Partner in Portland, OR to manage and develop client relationships within Private Wealth Management. The successful candidate will collaborate with Senior Advisors to drive business development and achieve sales goals. Candidates...
$145k - $175k
...Senior Wealth Advisor This position ensures the growth and development for the Wealth... ...business line. This individual will partner with business line leaders to develop and execute effective... .... Expert ability to solve practical problems and apply common sense in...SeniorTemporary workWork at officeRiverview Bank
Vancouver, WA5 hours ago- A leading engineering firm based in Portland, OR is seeking a motivated Aviation Practice Lead to oversee impactful projects and cultivate client relationships. In this strategic role, you will manage aviation and municipal projects, while expanding the practice through...Senior
- .... The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates should possess strong relationship management and analytical skills, along with a bachelor's degree. This hybrid...Senior
$212k - $318k
...Partner, Senior Health Actuary We are seeking a Partner, Senior Health Actuary to join our... ...Financial Group (AFG) in Mercer's Health practice. The location is open. Our Actuarial... ..., interesting work, and supportive leaders We foster a vibrant and inclusive culture...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekMercer France
Portland, OR3 days ago$180k - $220k
...transactional law and litigation, you may be the next Senior Associate Attorney or Junior Partner for this established West Coast firm. In this role, you... ...Join the Lake Oswego office of this West Coast law practice! The firm has big‑firm resources and an established partnership...SeniorWork at office- ...firm seeking a highly skilled Senior Tax Manager or Director-level... ..., become a trusted advisor to business owners and high-net... ...clients, help grow a modern CPA practice, and pursue a clear path toward... ...the right individual Long-term wealth-building and leadership opportunity...SeniorFlexible hours
$179k - $377k
....net) WHO WE ARE LOOKING FOR We’re looking for a Senior Principal Designer to join our team. You’re the architect... ...opportunities that will have a positive impact on the business. You partner with senior leaders and VPs across the company to create a vision for what a...SeniorRemote jobShift work- ...consulting for the Texas Comptroller of Public Accounts, the full-time Senior Financial Consultant will support the CAPPS Financials program... ...support and managing incident resolution processes Experience in disaster recovery planning and compliance with security best practicesSeniorRemote work
$75k - $85k
...Position Overview Financial Solutions Advisor – Bank of America Advisor Development Program. From day one, you will receive training from our award‑winning Academy, including hands‑on practice, personalized coaching and classes that cover portfolios, investment strategies...SeniorImmediate startDay shiftBank of America
Vancouver, WA4 days ago$15 per hour
...looking for the next generation of Financial Advisors—those with a passion for growing a long-... ...America. This program delivers hands-on practice, personalized coaching and classes that... ...to further your education. As a Senior FSA, you can look forward to Unlimited...SeniorWork at officeImmediate startShift workDay shiftBank of America
Vancouver, WA3 days ago- ...Job Description Job Description Come join the ONELIFE Senior Living team! We are looking for compassionate and dedicated team members... ...in Beaverton, OR is seeking a dedicated and passionate Care Partner to provide high-quality care to the residents in our community....SeniorFull timePart timeFlexible hoursAfternoon shift
- First Tech Federal Credit Union is seeking a Relationship Banker in Vancouver, WA, to provide frontline financial services to members. In this role, you will engage with members to understand their financial needs and offer tailored products and services. Key responsibilities...Hourly pay
- ...Senior Financial Analyst Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companies, we offer a variety of early education and child care options for families. We build confidence for kids, families, and...SeniorLocal areaRemote work
$64.2k - $116.4k
...opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an... ...defined book of business supporting PPMDs (Partners, Principals, Managing Directors), providing... ...options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Portland, OR4 days ago- Finance Business Partner, Senior ---------------------------------------... ...Business directors and executive leaders across complex, high... ...role operates as a trusted advisor, translating financial, operational... ...experience with FP&A best practices and implementation Reviews...SeniorFull timeWork at officeLocal areaWork from homeFlexible hours
- Supporting enterprise information risk management initiatives, the contract Senior Information Security Analyst will evaluate cybersecurity risks, strengthen security controls, and collaborate with stakeholders in a hybrid model based in Salem, Oregon. Key responsibilities...SeniorContract workWork at office
- To support a growing demand for mortgage processing, the full-time remote Senior Loan Processor will manage the processing of various loan programs, ensuring accurate documentation and effective communication with clients and third parties. Key responsibilities Process...SeniorRemote work
$92.36k - $123.16k
.... Broad knowledge of Consumer, Mortgage, Wealth, & Commercial related products/services.... ...10% Make relevant referrals to business partners and regularly attend team related internal... ...just starting your career or serve in a senior leadership role, your growth and development...SeniorFull timeTemporary workPart timeWork experience placementWork visaFlexible hoursNBT Bank
Portland, OR2 days ago- ...As the Cities and Places Practice Leader, you will play a strategic, highly visible role focused... ...?c focus on Higher Education. You will partner closely with global market teams,... ..., and quality expectations. Support Senior Project Managers in overseeing scope, cost...For contractorsShift work
Jacobs
Portland, OR17 hours ago - A global consulting firm is seeking a Senior Technology Analyst to contribute in Oracle Cloud Finance projects. Your role involves interacting with business stakeholders and ensuring technology solutions meet business needs. Candidates should possess a bachelor's degree...Senior
$45 per hour
A well-known footwear brand is seeking a temporary ECommerce Finance Specialist to support financial operations and analysis for the eCommerce team. You will collaborate with cross-functional teams to manage budgets, forecasts, and performance reporting. Ideal candidates...SeniorHourly payTemporary work- A healthcare organization in Portland, Oregon is seeking a Financial Analyst to conduct financial assessments and manage budgeting processes. The role requires a Bachelor's degree and substantial experience in financial planning and analysis. Candidates must demonstrate...Senior
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Oak Grove, ORmore than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Partner, Senior Wealth Advisor & Practice Leader. Be the first to apply!
Related searches
- senior partner marketing manager Portland, OR
- partners healthcare Portland, OR
- partner sales Portland, OR
- operating partner Portland, OR
- family partner Portland, OR
- marketing partner Portland, OR
- project finance associate Portland, OR
- financial planner Portland, OR
- financial planning associate Portland, OR
- financial advisor associate Portland, OR